Milestone Asset Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Milestone Asset Management’s Portfolio WTPI Stock Details WTPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,574	Closed	-$561K	–	296
2026 Q1	$561K	Buy	+17,574	New	+$583K	0.1%	162

Other funds holding WTPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Milestone Asset Management's WTPI Position: Q2 2026 in Review

Milestone Asset Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 17,574 shares — an estimated $561K sold.

Milestone Asset Management first reported a position in WTPI in Q1 2026 and held it in 1 quarter. The position peaked at $561K in Q1 2026. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Milestone Asset Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
Milestone Asset Management sold 17,574 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $561K.
Milestone Asset Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2026 and held it in 1 quarter.
Milestone Asset Management's WisdomTree Equity Premium Income Fund position peaked at $561K in Q1 2026.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.